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Sample Client Call / Intake Form: MM DD YY

This intake form collects key client information including name, occupation, contact details, previous use of services, requirements, and additional needs or preferences. The representative introduces themselves and collects the client's name to begin the call. They ask questions to understand the client's need and how to best assist them. The representative thanks the client and promises to follow up within a specified time frame.

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Abl Edwr
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84 views1 page

Sample Client Call / Intake Form: MM DD YY

This intake form collects key client information including name, occupation, contact details, previous use of services, requirements, and additional needs or preferences. The representative introduces themselves and collects the client's name to begin the call. They ask questions to understand the client's need and how to best assist them. The representative thanks the client and promises to follow up within a specified time frame.

Uploaded by

Abl Edwr
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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Sample Client Call /

Intake Form
Good morning / afternoon / evening, thank you for Date

calling COMPANY NAME. MM DD YY

This is
Name of Representative/Executive

I’ll be glad to assist you today. May I please ask Name of Client

with whom I am speaking?

Thank you; client name, do you mind sharing your Occupation

occupation?

Have you used any of our services before? Yes No Specif


y

How may I assist you today? Client Requirement

Thank you! I will get back to you with more


information within the next 2 hours/days/weeks

When would be a good time to reach you? Time

What number should I call? Phone Number

Is this your home, work or mobile number Home Mobile Work

In case you miss our call (or give another reason), Email

can I also please have your email address to share


this information to you through email?
IF LOCATION IS REQUIRED: Addres City
s
Can you please share your address with me?
State Zip Code

Is there any other information you want to share Militar Vegan Handicapped
y
with us, (dietary preferences, handicap, military,
senior citizen etc.)? Senior Your Your Own
Citizen Own

Is there anything else that I can assist you with? If Yes, add Client
Requirement

Thank you for your interest in our services.


Once again, this is from COMPANY NAME.
Name of Representative/Executive

You can reach us at PHONE NUMBER. We are available from to Mondays to Saturdays
all 7 days of the week.
I will be in touch with you soon.
Thanks again for your call and have a wonderful day

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